7min chapter

Odd Lots cover image

This Is What We Just Learned In Jackson Hole

Odd Lots

CHAPTER

Supply Chain Reshoring, Inflation, and Fed Expectations

The speakers discuss the impact of supply chain reshoring away from China on inflation and the importance of economists and policymakers understanding the real economy aspect of inflation. They speculate on the Fed's strategy and actions in response to the inflation rate, including the possibility of holding off on rate increases in September. The chapter also mentions their enjoyable experiences at Jackson Hole and the surprising influence of used car prices on inflation.

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